Financial Planning and Analysis Manager - R&D

How you'll add value:

Serve as the key FP&A business partner to R&D leadership (Engineering, Product, and DevOps), supporting all planning, budgeting, and forecasting for the organization

Build and maintain R&D headcount and opex models, including hiring plans, contractors, and capitalized software costs

Build scenario and sensitivity analyses to evaluate investment trade-offs — hiring plans, infrastructure commitments, technology, and other strategic R&D initiatives — and partner with R&D leadership on prioritization

Own monthly R&D budget-to-actual and forecast variance analysis, partnering with functional leaders to identify anomalies, trends, and key drivers behind variances in R&D spend and hosting costs, and incorporate opportunities for optimization into future forecasts

Partner with Engineering and DevOps to forecast and manage Azure and AWS hosting costs, including usage trends, contract terms, capacity requirements, and committed spend, and provide financial analysis to support cost optimization initiatives such as reserved instance/savings plan commitments and vendor contract negotiations

Own the COGS model for our multi-tenant SaaS platform — hosting, cloud infrastructure, third-party services, and support costs — and build and maintain unit economics (cost per customer, per location, per transaction) tied to gross margin trends and pricing

Build business cases with Product that connect technology investment to payback period, margin impact, and revenue or retention upside, and establish a cost allocation and tagging approach so spend is attributable to products, features, and customers

Forecast and evaluate AI tooling and infrastructure spend (e.g., Claude, agentic workloads) across R&D and other teams, and recommend cost-effective usage and licensing strategies

Build and scale repeatable AI workflows and automations across your team using approved tools.

Coach team members to choose the right tool, refine their prompts, and review outputs for quality.

Share successful practices, demonstrate measurable gains, and hold the team accountable for using AI in their work and meeting quality standards. 

Ensure the timely delivery of accurate R&D financial reporting, forecasts, and management analyses — including dashboards and a regular operating cadence for near real-time visibility into cost and margin impact — and support board- and executive-level reporting on gross margin, R&D efficiency, and capital allocation

Applies AI tools to accelerate R&D financial analysis and reporting, validates the accuracy of AI-generated outputs, and incorporates AI-driven insights into forecasts and recommendations

What you'll need to be successful in this role:

8+ years of FP&A, Finance, Business Analysis, or related experience, including experience supporting an R&D, Engineering, or Product organization

Bachelor’s degree in finance/accounting or related field, or equivalent work experience 

Experience with financial planning, ERP, CRM, and spend management systems (e.g., Aleph, Sage Intacct, Salesforce, Ramp) preferred

Ability to interpret financial statements and convey key recommendations to the business

Experience in leveraging AI tools to build and manage complex financial models (e.g. Claude, Glean)

Eagerness to use AI in your daily work and to bring your team along, backed by hands-on experience, a good sense of what generative AI can and can't do, and the judgment to verify its outputs.

A track record of building AI skills in others and making AI part of how a team gets work done. 

Strong attention to detail, with the ability to self-review work and consistently deliver accurate, polished outputs

Advanced knowledge of Excel including modeling, and experience preparing executive-level presentations

Knowledge and experience in the SaaS/software industry 

Familiarity with cloud infrastructure billing and cost management (e.g., Azure Cost Management, AWS Cost Explorer) and FinOps concepts preferred

Comfort partnering with technical stakeholders (Engineering, Product) and translating technical concepts into financial terms

Ability to solve complex business challenges and work with company executives to understand business needs and strategy, delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on the business (e.g., financial savings, operational improvements, or customer benefits), backed by excellent written and verbal communication skills

R365 Team Member Benefits & Compensation

• This position has a salary range of $96,400 - $144,600. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices.
• Comprehensive medical benefits, 100% paid for employee
• 401k + matching
• Equity Option Grant
• Unlimited PTO + Company holidays
• Wellness initiatives
This role is hybrid, balancing flexibility with the value of in-person collaboration. To support connection, partnership, and team effectiveness, employees are expected to work onsite each Tuesday and Wednesday.